INSIGHTS: Tips, Tricks and More!

In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a metaphorical line to differentiate between the types of conversations with donors and the overall approach to planned giving. They encourage fundraisers to see philanthropy...

Imagine you are looking to remodel your kitchen and you call several contractors to come out and give you an estimate. How would you feel if one of those contractors started unloading their truck in your driveway before you ever had a conversation? You open your...

While planned giving is all about people and relationships, there is also a numbers component to this work. In a study done by Decima Research, roughly 34 percent of those surveyed said they would consider including their favorite charity in their estate plans. So for...

With all the pressure we are under to bring cash in the door, the thought of proactively focusing on planned giving can be daunting. It seems like such a big step that requires too great of a commitment for us to handle. Here are some of the more common excuses I hear...

Many people avoid or are reactionary to planned giving conversations with their donors because they are concerned that a donor may ask questions, they won’t be able to answer. Answers come a lot easier when we understand that we don’t need to have all the answers. In...